“Restore Settings” for Acctivate Grids

In Acctivate, different windows contain grids for different fields and columns. These fields can often be resized and moved around the grid by users based on their preferences. Acctivate remembers these settings for each user. If desired, a user can

Posted in Business Activity, Business Alerts, Customer, Inventory, Launch Acctivate, Order Manager, Purchasing, Sales, Shipping

Skipped or Missing Invoice Numbers

From time to time, users may notice that some invoice numbers “go missing” or get skipped. This is not uncommon and can be attributed to a few different potential reasons for the missing numbers. We’ll go over the most common

Posted in Configuration, Purchasing, Sales

Find and Post an un-posted Inventory Receipt Transaction

You received inventory but still do not see the receipt quantity on hand and available in your warehouse, the two most common reasons for this are the receipt was posted to the incorrect warehouse which can be corrected with a

Posted in Inventory, Purchasing

Find vs Begins With in Search Windows

Acctivate search windows use a Multi Field Search which looks for data in several different fields at once. The multi field search can also look for a character that is anywhere in the text for the values in those fields. For

Posted in Customer, Inventory, Purchasing, Sales

Purchase Order GL Expense Account for Inventoried Products

On the Purchase Order window, when entering products, users may notice the GL Expense Account field and believe a GL Account needs to be selected.  For inventoried products, Acctivate will always use the Warehouse Purchases account, which is selected on the warehouse

Posted in Purchasing

Sort Columns In Look Up Windows

Starting in Acctivate 10.2, users will have the ability to sort data in every column of every look up window in Acctivate. This feature will allow a user to sort any column in the lookup for Customers, Sales Orders, Products etc.

Posted in Customer, Inventory, Purchasing, Sales

Prepay Vendor Purchase Order

Some Vendors may require you prepay a portion or all of a Purchase Order. To accommodate this, you would write the check to the vendor from QuickBooks for the prepayment amount. Once you receive the bill from the vendor, you would

Posted in Purchasing, QuickBooks and Sync

Understanding Sales Order and Purchase Order Date Fields

The Sales Order and Purchase Order window in Acctivate contain date fields which can be used to manage your sales and purchasing processes. The date fields can be used to determine when a sales order is due to your customer or when you

Posted in Purchasing, Sales

Void Purchase Invoice

Occasionally, the need arises to void a Purchase Invoice due to mistakes or needing to update some of the information. The steps to void a PO Invoice are listed below: Open the Purchase Order lined to the PO Invoice from the Purchase Order

Posted in Purchasing

Sync Warning “Invoice Amount has changed”

From time to time you may notice a sync warning stating something like: “2016/02/24 14:12:57 Warning Invoice The amount of invoice B3350Z has changed from $10.00 in Acctivate to $20.00 in QuickBooks.“ First, it’s important to understand that these are

Posted in Accounting, Purchasing, QuickBooks and Sync, Sales
Still need help?
Search all content on this site, contact support at 817-870-1311, or create a support request.